First seen by DFX
Sep 13, 2026
date not stated
Callan Family Office, LLC: CONFIRMED_SFO -> OUTSOURCED_FAMILY_OFFICE (Callan Family Office is a roughly $10bn independent advisory firm with 24 partners, affiliated with Callan LLC, serving many ultra-high-net-worth families, foundations, endowments and even single family offices, so it is not a single family office.)
First seen by DFX
Sep 13, 2026
date not stated
Callan Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_SFO (its own press release describes it as a single family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Callan Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
First seen by DFX
Sep 12, 2026
date not stated
Callan Family Office, LLC found on the SEC adviser roster (name)
Callan Family Office, LLC reported $4,406,837,568 across 1131 13(f) positions for the quarter ended 2026-03-31
Callan Family Office, LLC exited Ishares Tr (was $2,910,051, 16,059 shares)
Callan Family Office, LLC reduced Alcon Ag 25,448 -> 17,595 shares ($2,008,526 -> $1,325,786)
Callan Family Office, LLC reduced Blackstone Inc 67,804 -> 48,038 shares ($10,451,280 -> $5,523,844)
Callan Family Office, LLC reduced State Str Spdr Dow Jones Ind 13,224 -> 6,513 shares ($6,354,909 -> $3,016,780)
Callan Family Office, LLC increased GE Healthcare Technologies I 59,540 -> 75,930 shares ($4,883,472 -> $5,404,699)
Callan Family Office, LLC increased Spotify Technology S a 11,347 -> 14,806 shares ($6,589,317 -> $7,179,578)
Callan Family Office, LLC exited Astrazeneca Plc (was $11,871,185, 129,133 shares)
Callan Family Office, LLC increased Occidental Pete Corp 115,939 -> 172,225 shares ($4,767,412 -> $11,194,625)
Callan Family Office, LLC exited Ishares Tr (was $9,054,394, 88,430 shares)
Callan Family Office, LLC reduced Boston Scientific Corp 55,026 -> 31,274 shares ($5,246,729 -> $1,962,449)
Callan Family Office, LLC increased Fiserv Inc 28,908 -> 119,111 shares ($1,941,750 -> $6,646,394)
Callan Family Office, LLC increased HP Inc 86,208 -> 124,319 shares ($1,920,708 -> $2,388,165)
Callan Family Office, LLC increased Fidelity Natl Information Sv 59,605 -> 85,122 shares ($3,961,357 -> $3,993,080)
Callan Family Office, LLC increased Transunion 10,731 -> 49,601 shares ($920,186 -> $3,431,893)
Callan Family Office, LLC increased International Flavors&fragra 28,867 -> 67,277 shares ($1,945,340 -> $4,880,940)
Callan Family Office, LLC increased Corvel Corp 43,153 -> 61,267 shares ($2,920,164 -> $3,348,242)
Callan Family Office, LLC increased Zimmer Biomet Holdings Inc 51,028 -> 68,650 shares ($4,588,479 -> $6,207,374)
Callan Family Office, LLC exited Vanguard Scottsdale Fds (was $4,919,941, 83,772 shares)
Callan Family Office, LLC increased The Cigna Group 24,828 -> 33,389 shares ($6,833,394 -> $8,906,508)
Callan Family Office, LLC increased Ishares Inc 111,780 -> 187,818 shares ($7,513,853 -> $13,100,307)
Callan Family Office, LLC increased Landstar Sys Inc 19,124 -> 36,487 shares ($2,748,120 -> $5,849,230)
Callan Family Office, LLC increased SBA Communications Corp 19,514 -> 30,133 shares ($3,774,635 -> $5,186,228)
Callan Family Office, LLC increased Palantir Technologies Inc 60,062 -> 76,707 shares ($10,676,022 -> $11,220,699)
Callan Family Office, LLC increased Paychex Inc 14,690 -> 21,879 shares ($1,647,930 -> $2,015,518)
Callan Family Office, LLC increased Pool Corp 3,796 -> 20,263 shares ($868,368 -> $4,269,003)
Callan Family Office, LLC increased RLI Corp 60,168 -> 85,451 shares ($3,849,549 -> $4,874,125)
Callan Family Office, LLC exited Spdr Index Shs Fds (was $2,574,597, 55,001 shares)
Callan Family Office, LLC increased Motorola Solutions Inc 3,676 -> 4,944 shares ($1,408,966 -> $2,145,414)
Callan Family Office, LLC increased Hawkins Inc 2,752 -> 19,116 shares ($390,949 -> $2,936,218)
Callan Family Office, LLC reduced Ishares Tr 62,448 -> 32,196 shares ($8,835,768 -> $4,454,961)
Callan Family Office, LLC increased Toro Co 67,506 -> 86,856 shares ($5,314,106 -> $8,115,864)
Callan Family Office, LLC increased Bristol-Myers Squibb Co 32,008 -> 45,226 shares ($1,726,500 -> $2,742,943)
Callan Family Office, LLC increased Brookfield Corp 16,415 -> 99,868 shares ($753,287 -> $4,041,660)
Callan Family Office, LLC reduced Intuit 21,003 -> 14,003 shares ($13,912,690 -> $6,054,546)
Callan Family Office, LLC opened a $13,085,163 position in Astrazeneca Plc (66,457 shares)